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Financial Planning

Real financial planning is probably one of the best-kept secrets remaining in todays' modern society.

Make An Appointment

Real Financial Planning involves a structured, step by step process, which will take you from where you are today, towards your future goals.

Real Financial Planning, is not about pensions, ISA's or life assurance, it's about answering one question;

How do you want to live the rest of your life?

Financial Planning Service

Real Financial Planning is about getting organised for every eventuality and having a plan in place to provide you with peace of mind and a sense of financial security, putting you in control of your finances rather than letting your finances control you.

We provide you with a variety of options aligned with your goals and your risk. We will always act in your best interests, ensuring your goals drive your investments and not the other way round.

Cash Flow Forecast

Specific to you and tailored to address your specific goals and objectives.

Assess

We will bring your current financial situation, and spending into focus and bring it to life.

Risk Management

Consideration and potentially transfer of risk to you and your family from a range of differing events including premature death.

Retirement Planning

Help you plan for the retirement life stage, we help you both financially and mentally.

Investment Planning

Allocate your investments in asset allocated globally diversified portfolio based on your risk help achieve your required return.

Estate Planning

Transfer your estate in accordance with your express wishes, in the most tax-efficient manner.

Tax

Maximising your allowances and financial position whilst assesing future tax planning options.

Guiding

Throughout our relationship asking those difficult questions, urging you to think about your future and supporting you to make decisions.

Will you have enough, too much or maybe just enough money?

Use our truth about money app to discover how your finances shape up.

  • Create a picture of your financial life, your income and outgoings.
  • View your financial projections.
  • Adjust your assumptions to suit your life goals.

Book your FREE
call now

Within 30 minutes we can get to know you - your situation, goals and needs - then we can summarise how we can help you persue true lifestyle wealth.

Life Planning Ltd (registered number 11827257)

Life Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 963468). Life Planning Services. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved disputed between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Life Planning and its planners is also available online at the FCA's register.